Ira Fateman Certified Financial Planner™
Senior Associate
I bring over 35 years of experience in financial services, with a unique background that combines personal financial planning and counseling. I hold a...
Elizabeth Prindle Certified Financial Planner™
Firm Partner and Senior Financial Advisor
(650) 394-7994
Hi, I’m Elizabeth Prindle, a senior financial advisor at SAS Financial Advisors with over a decade of experience guiding individuals, couples, and...
Monique San Miguel Lopez ChFC®
Senior Associate
415-340-2559
I enjoy guiding clients through financial opportunities, choices, and decision-making. Helping people identify what they’re striving toward — and why...
(Dyan) Y.H. Rhodes CFP®, CFA®, CAIA®
Alternative Investment Analyst
With almost 30 years of experience in the financial planning and investment management industry, I’ve had the privilege of managing an ultra-high-net...
Vivian Fox CPA® and Candidate for CFP® certification
Candidate for CFP® certification
(415) 680-4198
My journey into financial planning was inspired by a desire to build meaningful relationships and help individuals navigate their financial paths with...
S. Nasira Iqbal CFP®, MS. AFP.FLP
Financial Planning Consultant
415-617-5985
I feel truly fortunate to have spent over 15 years in the financial planning profession — a field I consider a true helping profession . My mission is...
Minna Fernan Consultant
510-865-0300
I am a California licensed attorney who offers my services as a professional fiduciary specializing in trust administrations. In addition to my...
